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| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $202,830 | $106,524+90.4% | $152,301+33.2% | $87,485+131.8% |
| Participation rate | 100.0% | 75.8%+24.2pp | 82.4%+17.6pp | 68.9%+31.1pp |
| Annual return | 14.98% | 26.89%-11.9pp | 80.50%-65.5pp | 26.06%-11.1pp |
| Employer contribution / active EE | $13,079 | $3,371+288.0% | $4,624+182.8% | $2,596+403.8% |
| Participant deferral / active EE | $15,291 | $6,525+134.4% | $8,004+91.1% | $4,274+257.8% |
| Admin fee / account holder | $203 | $8,287-97.6% | $14,398-98.6% | $7,775-97.4% |